Rise Advisors, LLC Purchases in Q3 2025

Rise Advisors, LLC

  • $249 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
46
+ 4.16%
$58.75 - $76.5 $2.7K - $3.52K
1.15K $86K
DIS
Walt Disney CO

Communication Services
234
+ 13.41%
$112.25 - $124.0 $26.3K - $29K
1.98K $226K
L
Loews Corp

Financial Services
15
+ 1.6%
$89.82 - $100.39 $1.35K - $1.51K
952 $95K
WPC
W. P. Carey Inc.

Real Estate
9
+ 0.52%
$61.29 - $68.7 $552 - $618
1.72K $116K
NVT
N Vent Electric PLC

Industrials
1
+ 0.29%
$72.16 - $100.25 $72.2 - $100
349 $34K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.12%
$108.97 - $121.65 $109 - $122
821 $99K
MPC
Marathon Petroleum Corp

Energy
8
+ 2.74%
$158.59 - $198.69 $1.27K - $1.59K
300 $57K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1
+ 0.27%
$205.52 - $234.96 $206 - $235
365 $85K
SPG
Simon Property Group Inc

Real Estate
10
+ 3.7%
$159.93 - $187.67 $1.6K - $1.88K
280 $52K
WSM
Williams Sonoma Inc

Consumer Cyclical
4
+ 1.59%
$163.62 - $210.2 $654 - $841
256 $50K
CDNS
Cadence Design Systems Inc

Technology
4
+ 2.2%
$309.46 - $373.37 $1.24K - $1.49K
186 $65K
AXP
American Express CO

Financial Services
11
+ 3.16%
$294.27 - $342.31 $3.24K - $3.77K
359 $119K
VLO
Valero Energy Corp

Energy
4
+ 1.93%
$131.77 - $175.63 $527 - $703
211 $35K
FE
Firstenergy Corp

Utilities
13
+ 0.98%
$39.76 - $45.82 $517 - $596
1.35K $61K
BK
Bank Of New York Mellon Corp

Financial Services
9
+ 2.15%
$90.65 - $109.75 $816 - $988
427 $46K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
135
+ 1.14%
$50.82 - $51.09 $6.86K - $6.9K
11.9K $610K
STRL
Sterling Construction CO Inc

Industrials
2
+ 3.03%
$222.54 - $371.84 $445 - $744
68 $23K
LMT
Lockheed Martin Corp

Industrials
4
+ 2.44%
$410.74 - $499.21 $1.64K - $2K
168 $83K
MDT
Medtronic PLC

Healthcare
23
+ 3.07%
$87.67 - $95.74 $2.02K - $2.2K
773 $73K
DAL
Delta Air Lines, Inc.

Industrials
28
+ 3.49%
$49.0 - $61.97 $1.37K - $1.74K
831 $47K
LLY
Eli Lilly & CO

Healthcare
26
+ 3.55%
$625.65 - $812.69 $16.3K - $21.1K
758 $578K
HCA
Hca Healthcare, Inc.

Healthcare
7
+ 6.14%
$334.32 - $426.2 $2.34K - $2.98K
121 $51K
SCHW
Schwab Charles Corp

Financial Services
39
+ 3.81%
$91.03 - $98.69 $3.55K - $3.85K
1.06K $101K
MPWR
Monolithic Power Systems Inc

Technology
1
+ 2.5%
$711.24 - $922.81 $711 - $923
41 $37K
SNPS
Synopsys Inc

Technology
18
+ 18.56%
$387.78 - $645.35 $6.98K - $11.6K
115 $56K
SRE
Sempra Energy

Utilities
9
+ 2.03%
$74.14 - $89.98 $667 - $810
453 $40K
XEL
Xcel Energy Inc

Utilities
7
+ 1.35%
$67.56 - $80.65 $473 - $565
525 $42K
PH
Parker Hannifin Corp

Industrials
2
+ 2.5%
$697.13 - $769.67 $1.39K - $1.54K
82 $62K
APP
App Lovin Corp

Technology
8
+ 200.0%
$335.1 - $718.54 $2.68K - $5.75K
12 $8K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4
+ 0.45%
$132.9 - $142.03 $532 - $568
890 $125K
COP
Conocophillips

Energy
26
+ 3.25%
$91.0 - $98.99 $2.37K - $2.57K
827 $78K
PLD
Prologis, Inc.

Real Estate
19
+ 3.48%
$104.08 - $115.35 $1.98K - $2.19K
565 $64K
MMS
Maximus, Inc.

Industrials
1
+ 0.39%
$69.89 - $91.37 $69.9 - $91.4
255 $23K
PG
Procter & Gamble CO

Consumer Defensive
127
+ 5.34%
$150.47 - $161.22 $19.1K - $20.5K
2.51K $385K
EBAY
Ebay Inc

Consumer Cyclical
12
+ 3.87%
$75.33 - $100.77 $904 - $1.21K
322 $29K
MOD
Modine Manufacturing CO

Consumer Cyclical
5
+ 4.07%
$90.02 - $158.57 $450 - $793
128 $18K
IQV
Iqvia Holdings Inc.

Healthcare
9
+ 6.62%
$157.68 - $200.82 $1.42K - $1.81K
145 $27K
CGNX
Cognex Corp

Technology
1
+ 0.21%
$31.85 - $46.54 $31.9 - $46.5
480 $21K
PBF
Pbf Energy Inc.

Energy
7
+ 1.09%
$21.68 - $33.56 $152 - $235
649 $19K
HPE
Hewlett Packard Enterprise CO

Technology
54
+ 4.92%
$19.81 - $25.24 $1.07K - $1.36K
1.15K $28K
IYR
Ishares Tr

ETFs
8
+ 0.61%
$94.16 - $98.46 $753 - $788
1.32K $129K
PII
Polaris Inc.

Consumer Cyclical
3
+ 0.91%
$44.87 - $59.95 $135 - $180
334 $19K
ROST
Ross Stores, Inc.

Consumer Cyclical
8
+ 4.28%
$127.59 - $152.81 $1.02K - $1.22K
195 $29K
GTLS
Chart Industries Inc

Industrials
3
+ 1.9%
$162.6 - $200.28 $488 - $601
161 $32K
TER
Teradyne, Inc

Technology
5
+ 4.55%
$90.15 - $137.64 $451 - $688
115 $15K
DELL
Dell Technologies Inc.

Technology
12
+ 5.58%
$120.96 - $141.77 $1.45K - $1.7K
227 $32K
PHM
Pultegroup Inc

Consumer Cyclical
16
+ 10.67%
$108.0 - $141.42 $1.73K - $2.26K
166 $21K
EVR
Evercore Inc.

Financial Services
1
+ 1.19%
$276.5 - $362.79 $277 - $363
85 $28K
UAL
United Airlines Holdings, Inc.

Industrials
11
+ 4.04%
$80.05 - $109.36 $881 - $1.2K
283 $27K
Activity Summary
Buys All Purchases 728 New Holdings 92 Increased Positions 636 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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